See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,351 | $58,512+33.9% | $84,015-6.7% | $72,985+7.4% |
| Participation rate | 51.1% | 61.2%-10.1pp | 69.0%-17.9pp | 69.5%-18.4pp |
| Annual return | 15.00% | 28.93%-13.9pp | 71.31%-56.3pp | 81.00%-66.0pp |
| Employer contribution / active EE | $557 | $1,163-52.1% | $1,983-71.9% | $2,440-77.2% |
| Participant deferral / active EE | $2,105 | $2,394-12.1% | $3,239-35.0% | $3,607-41.7% |
| Admin fee / account holder | $1,026 | $4,569-77.5% | $6,101-83.2% | $5,124-80.0% |